Last Updated
Overview
Planergy streamlines procurement with AI-driven automation and real-time budget control, making purchasing efficient and cost-effective. While it simplifies AP workflows and curbs maverick spending, some users feel its reporting tools lack depth for advanced sourcing analysis. Still, it remains a strong solution for digitizing spend management across organizations.
Overall Rating
Based on 14 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Planergy Specifications
- Financial Reporting
- Invoice Management
- Expense Tracking
- Budgeting and Forecasting
What Is Planergy?
Planergy (formerly PurchaseControl) is a cloud-based spend management platform designed to automate and streamline the entire Procure-to-Pay (P2P) lifecycle, from initial purchase requisition to invoice processing and payment reconciliation. The solution leverages machine learning and automation to eliminate manual tasks, reduce fraud, and ensure compliance with internal purchasing rules across mid-market organizations.
Planergy Pricing
Planergy pricing is customized based on quote subscription model.
Planergy Integrations
Planergy integrates with many software including:
- QuickBooks
- Xero accounting software
- Sage Intacct
- Amazon Business
- Okta
Who Is Planergy For?
Planergy is ideal for many industries, including:
- Education
- Healthcare
- Manufacturing
- Retail
- Non-Profit
Is Planergy Right For You?
Planergy is an invaluable solution if your business processes involve manual entry, high volumes of paperwork, or complex multi-step approval workflows. By digitizing and automating the P2P cycle, it provides comprehensive real-time visibility into committed spend, enabling tighter budget control and strategic negotiation power. The built-in fraud detection and three-way matching technology make it highly effective for strengthening internal financial controls and meeting audit requirements.
Still not sure about Planergy? Contact our support team at (661) 384-7070 for further guidance.
Planergy Features
Procure to Pay Automation
This end-to-end functionality eliminates the need for paper and manual data entry across the entire procurement cycle. It automatically routes requisitions for approval and matches purchase orders against receiving documents and invoices. This automation simplifies the full P2P process, dramatically reducing cycle times.
Accounts Payable Processing
The powerful AP module digitizes vendor invoices instantly using advanced OCR technology. It automates the verification process through three-way matching of invoices, goods receipt notes, and purchase orders. This critical step minimizes processing errors and ensures accurate financial reconciliation.
Purchase Order Management
The system provides robust creation, tracking, and compliance management for all organizational purchasing. Users can easily create purchase orders (POs) that automatically enforce budget and spending policies. Planergy features audit trails and full PO visibility, reducing unauthorized spending across the enterprise.
Spend Management And Budgeting
This module gives real-time visibility into all committed and actual expenditures, preventing accidental budget overruns. It allows finance teams to control purchasing centrally and enforce compliance rules, ensuring all spending adheres to pre-defined departmental or project budgets before a requisition is approved.
Vendor And Contract Management
Centralize all supplier contracts, performance metrics, and pricing details in one location. This streamlined process ensures that procurement always utilizes approved vendors and leverages contract terms effectively. It simplifies supplier onboarding and strengthens negotiation strategies based on historical data.
Pros And Cons of Planergy
Pros
Real-time control over budgets prevents unauthorized spend
Eliminates paper trails and significantly reduces fraud risks
Centralized vendor data strengthens financial oversight
Cons
Search function lacks necessary granularity
High-volume purchasing can introduce performance limitations
Planergy Reviews
Total 14 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“Simple yet powerful”
Pros
I find it very easy to use and powerful at the same time. The reporting capabilities are outstanding and whenever I need help, the customer support team goes above and beyond to assist me.
Cons
Haven't faced any real issues with how we're using it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Uncomplicated setup process”
Pros
Set up process was not hard and having everything in one central hub makes life so much easier. It's organized our Purchase Orders and Accounts Payable processes beautifully. Our team absolutely loves how it centralizes and simplifies all our purchasing.
Cons
We've tried other solutions out there and honestly they felt pretty clunky compared to this one
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Small Business, 1-10 employees
“Responsive staff”
Pros
Setting it up was surprisingly smooth and getting everyone onboard didn't cause headaches. I can pull the data I need easily. Purchase order management is where this really shines. Support team has been responsive and gives clear answers when I reach out.
Cons
Hard to get freelance colleagues on board with it though thats more about our internal processes than the software itself.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
What language does Planergy support?
Planergy primarily supports the English language across its platform interface and documentation.
Does Planergy offer an API?
Yes, Planergy offers an API.
What other apps does Planergy integrate with?
Planergy integrates with several software platforms including QuickBooks, Xero, Sage Intacct, Amazon Business, and Okta.
What level of support does Planergy offer?
Planergy provides comprehensive support including a ticketing system.
What types of pricing plans does Planergy offer?
Planergy pricing is customized based on a quote subscription model. Request a Planergy cost quote.
Does Planergy have a mobile app?
Yes, Planergy software offers a mobile app.
Who are the typical users of Planergy?
Planergy is ideal for a variety of industries such as Education, Healthcare, Manufacturing, Retail, and Non-Profit organizations.